ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,119,057 | +3.3% | 4,566 | +7.2% | 0.10% | -2.8% |
| Q2 2023 | $1,083,694 | +8.1% | 4,258 | +0.0% | 0.11% | -0.9% |
| Q1 2023 | $1,002,195 | -4.3% | 4,257 | -10.3% | 0.11% | -12.8% |
| Q4 2022 | $1,047,242 | +6.6% | 4,746 | +0.1% | 0.12% | -0.8% |
| Q3 2022 | $982,000 | -4.8% | 4,743 | 0.0% | 0.13% | -4.5% |
| Q2 2022 | $1,031,000 | -17.1% | 4,743 | +0.0% | 0.13% | +7.3% |
| Q1 2022 | $1,244,000 | -11.4% | 4,742 | -6.3% | 0.12% | -16.3% |
| Q4 2021 | $1,404,000 | +8.9% | 5,060 | +0.0% | 0.15% | -7.0% |
| Q3 2021 | $1,289,000 | -0.4% | 5,058 | +0.0% | 0.16% | -8.1% |
| Q2 2021 | $1,294,000 | +8.6% | 5,057 | +0.6% | 0.17% | -5.5% |
| Q1 2021 | $1,192,000 | +6.1% | 5,026 | +0.0% | 0.18% | -6.7% |
| Q4 2020 | $1,123,000 | +14.2% | 5,025 | 0.0% | 0.20% | +2.6% |
| Q3 2020 | $983,000 | +13.8% | 5,025 | +4.8% | 0.19% | -3.6% |
| Q2 2020 | $864,000 | +17.4% | 4,797 | -3.4% | 0.20% | -3.9% |
| Q1 2020 | $736,000 | – | 4,967 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SCS Capital Management LLC | 4,244,814 | $623,648,000 | 24.43% |
| SENTINEL TRUST CO LBA | 536,827 | $78,871,000 | 24.34% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 3,280,620 | $481,988,000 | 21.58% |
| TLWM | 208,785 | $31,760,000 | 19.24% |
| Sigma Investment Management Co | 154,223 | $22,658,000 | 18.09% |
| Wechter Feldman Wealth Management, Inc. | 113,961 | $16,743,000 | 16.11% |
| Evensky & Katz LLC | 637,006 | $93,589,000 | 15.57% |
| PITCAIRN CO | 844,745 | $124,110,000 | 13.75% |
| Compass Financial Group, Inc. | 76,562 | $11,248,000 | 12.98% |
| DERBY & COMPANY, INC | 121,175 | $17,803,000 | 11.21% |